SMFG
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Sumitomo Mitsui Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$930K Buy
3,416
+746
+28% +$213K 0.02% 92
2025
Q4 		$769K Sell
2,670
-1,260
-32% -$352K 0.01% 96
2025
Q3 		$1.02M Sell
3,930
-406
-9% -$102K 0.02% 88
2025
Q2 		$1.08M Buy
4,336
+350
+9% +$86.5K 0.02% 87
2025
Q1 		$1.06M Sell
3,986
-1,579
-28% -$421K 0.02% 87
2024
Q4 		$1.41M Sell
5,565
-161
-3% -$43.4K 0.02% 85
2024
Q3 		$1.62M Sell
5,726
-1,372
-19% -$381K 0.04% 82
2024
Q2 		$1.89M Sell
7,098
-1,218
-15% -$319K 0.06% 72
2024
Q1 		$2.25M Sell
8,316
-256
-3% -$67.3K 0.07% 71
2023
Q4 		$2.15M Sell
8,572
-926
-10% -$219K 0.07% 72
2023
Q3 		$2.23M Sell
9,498
-409
-4% -$99.7K 0.07% 74
2023
Q2 		$2.43M Sell
9,907
-69
-0.7% -$16.8K 0.08% 74
2023
Q1 		$2.38M Sell
9,976
-206
-2% -$49.6K 0.07% 80
2022
Q4 		$2.53M Sell
10,182
-48
-0.5% -$11.6K 0.1% 78
2022
Q3 		$2.29M Buy
10,230
+354
+4% +$84.5K 0.1% 87
2022
Q2 		$2.33M Buy
9,876
+1,681
+21% +$405K 0.07% 100
2022
Q1 		$2.08M Buy
+8,195
New +$2.02M 0.06% 104
2018
Q2 		– Sell
-900
Closed -$138K – 143
2018
Q1 		$138K Buy
+900
New +$144K 0.01% 81

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VHT Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its Vanguard Health Care ETF (VHT) stake by 28% in Q1 2026, buying an estimated $213K and bringing the position to 3,416 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #92.

Sumitomo Mitsui Financial Group first reported a position in VHT in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.53M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 3,416 shares of Vanguard Health Care ETF worth $930K as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 746 Vanguard Health Care ETF shares in Q1 2026, an estimated $213K.
  • Vanguard Health Care ETF made up 0.02% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #92 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 18 quarters since.
  • Sumitomo Mitsui Financial Group's Vanguard Health Care ETF position peaked at $2.53M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.